Initial Configurations

Prior to launch, set the following configurations: 

Within the Settings section:

• Set Date & Time
  • The Timezone and date format is a global setting. It does not vary per user if they are located in different timezones. It should be set where the headquarter / main office is. 
• Set Units of Measurement
  • This setting affects shipment details.
• Setup at least one Store
  • Each Store can be tied to one or multiple Sales Channels (Amazon / Shopify..) 
  • The name would be what the final customer sees if the business decides to use sku.io to send out emails. 
  • The Store name and details are used in Purchase Order emails sent to Suppliers from sku.io.
• Define Warehouse priorities, if more than one warehouse (create warehouses first in CRM section)
• Add Currencies
  • Add the currencies used in the business.
  • Set one as default
  • Establish the conversion rate with the currencies different than the default (currently it needs to be updated manually)
• Set the Pricing Tier
  • Set pricing tiers according to the sales strategy.
    • ie: Retail, Wholesale, Discount 10%
    • One has to be set as default
    • Items can have one or many pricing tiers assigned
  • Pricing tier is tied to a currency. If there are multiple tiers that are sold in various currencies, they have to be added as well.
• Set Supplier Pricing Tiers
  • Set Supplier pricing tiers according to the sales strategy.
    • ie: Cost, Discount
    • One has to be set as default
    • Suppliers can have one or many pricing tiers assigned. These would appear on each item.
  • Supplier pricing tier is tied to a currency. If there are multiple tiers that are sold in various currencies, they have to be added as well.

Within the CRM section

• Add at least one Warehouse
• Include Suppliers